Money Purchase
2022 plan-year Money Purchase DOL Form 5500

UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A.

This Money Purchase plan holds $22M in total assets and serves 74 participants as of 2022. It is sponsored by UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. in Maryland. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$22M
Participants
74
State
Industry
Healthcare & Social Assistance

What the Filing Says About UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. PENSION PLAN

UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. PENSION PLAN is a Money Purchase retirement plan sponsored by UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A., headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 74 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 521557551, and the plan has been effective since 1971-10-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $20M at the beginning of 2022 to $22M at year-end — a gain of 7.7%. Net assets (after liabilities) closed the year at $22M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$20M
Total Assets (End of Year)$22M
Net Assets (End of Year)$22M
Net Income$2M
Plan TypeMoney Purchase
Employer EIN521557551
Plan Effective Date1971-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A.)

Year Plans Participants Total Assets
2022 1 74 $22M
2023 1 75 $25M
2024 1 63 $27M

Nearby Money Purchase Plans in Maryland

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. PENSION PLAN?
As of the 2022 Form 5500 filing, UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. PENSION PLAN holds $22M in total assets with 74 participants. It is sponsored by UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A..
What type of plan is UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. PENSION PLAN?
UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. PENSION PLAN is a Money Purchase plan. It has been effective since 1971-10-31. The plan is filed with the U.S. Department of Labor under EIN 521557551.
Who sponsors the UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. PENSION PLAN?
UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. PENSION PLAN is sponsored by UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A., located in Maryland. The sponsor's EIN is 521557551 and the plan operates in the Healthcare & Social Assistance industry.
How did UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. PENSION PLAN perform in 2022?
UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. PENSION PLAN grew by 7.7% during 2022, moving from $20M to $22M in total assets. Net income was $2M.
Where can I find official filings for UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. PENSION PLAN?
Official Form 5500 filings for UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521557551 or plan name at efast.dol.gov.
How does UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. PENSION PLAN compare to other plans?
You can compare UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. PENSION PLAN against other Money Purchase plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 521557551.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.